Build a strategy

A Noonum strategy turns an investment thesis into a grounded, ranked list of companies. You write an objective describing the kind of companies you want exposure to, and Noonum scores the companies that fit it, each with reasoning and evidence. Each step below maps to a REST endpoint and an MCP tool.

Prerequisites Every call needs a Bearer token. See Authentication for how to get one. The REST base URL is https://api.noonum.ai/v2; the MCP base URL is https://api.noonum.ai/v1/mcp.

The lifecycle at a glance

Step	What you do	REST	MCP tool
1	Sharpen the objective	`POST /enhance-objective`, `POST /reverse-objective`	`enhance_objective`, `reverse_objective`
2	Check existing strategies	`GET /strategies?scope=public`	`list_strategies`
3	Create the strategy	`POST /strategies`	`create_strategy`
4	Submit for processing	`POST /strategies/{id}/submit`	`submit_strategy`
5	Review holdings	`GET /strategies/{id}/companies`	`get_strategy_companies`
6	Refine with exclusions	`PATCH /strategies/{id}` + resubmit	`update_strategy` + `submit_strategy`

Write a good objective

The objective determines which companies get selected and how their relevance is scored.You author the objective yourself and submit it with POST /strategies (Step 3). Two helper endpoints can refine a draft first: POST /enhance-objective sharpens it and POST /reverse-objective flips it. Both are covered below.

Format

Always begin with “The strategy is to invest in companies that are …” followed by a single paragraph describing the opportunities, products, themes, and value-chain segments you want exposure to.A strong objective is:

Specific: “…developing solid-state battery technology for electric vehicles”, not “…in the energy sector”.
Scoped to a clear value-chain segment, such as upstream suppliers, manufacturers, or end-market applications.
Theme-focused: describe the investment theme, not individual companies.
Product-oriented: focus on what companies do, build, or sell.

Avoid:

Naming specific companies. Noonum finds them for you.
Generic sector labels with no thematic direction.
Overly broad framing that would match thousands of companies.
Negative framing. Use exclusions for what you want to leave out.

Examples

Good:
The strategy is to invest in companies that are building the physical and computational
infrastructure for large-scale AI — data-center construction and cooling, high-bandwidth
networking, GPU and custom-silicon design and fabrication, and power delivery for
high-density compute.

Too vague:
The strategy is to invest in companies in the technology sector that benefit from AI.

Sharpening a rough thesis

If you start from a rough idea, expand it into a structured objective: keep the original intent and scope, then add value-chain segments and specificity around products, technologies, or business models. POST /enhance-objective (MCP: enhance_objective) does this for you: send a draft as { "objective": ... } and it returns an enhancedObjective, an improvementsSummary describing what changed, and a suggestedName (see Pick a name).

curl -X POST "https://api.noonum.ai/v2/enhance-objective" \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{"objective": "invest in companies making AI chips"}'

From an article

To build from a news article, report, or post, pass the relevant text straight to POST /enhance-objective. Paste in an article you have, or fetch a page and pass its text. The endpoint reads the raw text and returns a focused enhancedObjective. A source with no identifiable investment theme is a poor one.

curl -X POST "https://api.noonum.ai/v2/enhance-objective" \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{"objective": "Demand for GLP-1 weight-loss drugs keeps outpacing supply, with Novo Nordisk and Eli Lilly expanding manufacturing and a wave of contract manufacturers, auto-injector suppliers, and oral-formulation startups racing into the supply chain."}'

Over MCP, the generate_strategy_from_content prompt does the same from arbitrary text you pass in.

Reverse objectives

To create a thematic inverse (useful for hedging or pair trades), flip the directional exposure while keeping positive framing. Describe what the opposite side is rather than negating the original:

Original	Reverse
Renewable energy adoption	Fossil fuel infrastructure
Remote work technology	Commercial real estate and office services
Plant-based food innovation	Traditional livestock and meat processing

POST /reverse-objective (MCP: reverse_objective) automates this: send the original as { "objective": ... } and it returns a reverseObjective and a reverseName (see Pick a name).

curl -X POST "https://api.noonum.ai/v2/reverse-objective" \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{"objective": "The strategy is to invest in companies driving renewable energy adoption."}'

Pick a name

Noonum already suggests a name: suggestedName comes back from POST /enhance-objective, reverseName from POST /reverse-objective. Use either directly, or write your own.If you write your own, choose a descriptive name of 2–5 words with no “Strategy” suffix, for example “AI Infrastructure”, “GLP-1 Weight Loss”, or “Nuclear Renaissance”.

Check what already exists

Check whether the strategy already exists. Noonum publishes a public catalog of strategies, and you may already have a similar strategy of your own.

# Public catalog of strategies
curl -X GET "https://api.noonum.ai/v2/strategies?scope=public" \
  -H "Authorization: Bearer YOUR_TOKEN"

# Your own strategies
curl -X GET "https://api.noonum.ai/v2/strategies" \
  -H "Authorization: Bearer YOUR_TOKEN"

Pass scope=all to get your own strategies plus the public catalog in one deduplicated list. Compare your objective against the names and objectives that come back. If a close match exists, reuse it as-is, copy it under a new name and objective, or proceed with a new strategy. Both calls are read-only, so listing alone is enough if you just want to browse.

Create the strategy

Create the strategy with your confirmed name and objective. Exclusions are optional here and can be added later once you’ve seen the holdings.

curl -X POST "https://api.noonum.ai/v2/strategies" \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "AI Infrastructure",
    "objective": "The strategy is to invest in companies that are building the physical and computational infrastructure for large-scale AI — data-center construction and cooling, high-bandwidth networking, GPU and custom-silicon design and fabrication, and power delivery for high-density compute.",
    "exclusions": []
  }'

The response includes the new strategy’s id, which you use to submit and to retrieve results.

Name conflicts If creation fails because a strategy with the same name already exists, list your strategies (GET /strategies) and pick a different name.

Submit for processing

Creating a strategy stores its definition. Submitting runs the pipeline that finds and ranks companies, a job that can take several minutes.

curl -X POST "https://api.noonum.ai/v2/strategies/{strategyId}/submit" \
  -H "Authorization: Bearer YOUR_TOKEN"

Submitting does not generate a factsheet by default, which keeps each run fast while you build and refine. To produce one, pass create_factsheet: true in the submit body. You can also request it afterward with POST /strategies/{strategyId}/factsheet.

The pipeline reports these stages, which a client can surface as progress:

Initializing strategy processing
Interpreting investment objective
Contextualizing with billions of market data points
Retrieving and ranking relevant companies
Scoring alignment and exposure metrics
Strategy is ready

Submit and poll

Submission returns a status you poll until the run finishes. status is a percent-complete value: 0 when the job has not started, 1–95 while it is in progress, and 100 when the strategy is ready. A negative status (-1 or -2) means the run failed. Poll until status reaches 100, then fetch results with the read-only endpoints below. Other guides refer back to this submit-and-poll loop.Practical notes:

Expect a slow call. A single submission can take up to ~10 minutes. Set your HTTP request timeout accordingly.
A timed-out request may still finish in the background. Once status reaches 100, fetch results with the read-only endpoints below without resubmitting.
Submitting a strategy that is already processing is rejected. Wait for the in-flight run to finish or fail.

Over MCP, submit_strategy wraps this submit-then-poll loop and emits standard progress notifications, so you call one tool and wait. See the MCP server reference for the progress and timeout semantics.

Review the holdings

Once status reaches 100, retrieve the strategy’s ranked companies. Each row carries scoring and exposure metrics. Ask for reasoning to see why each company was included.

curl -X GET "https://api.noonum.ai/v2/strategies/{strategyId}/companies?includeReasoning=true" \
  -H "Authorization: Bearer YOUR_TOKEN"

Review the inclusion reasoning for the top 5–10 companies to judge whether the objective landed where you intended. If the companies aren’t what you expected, adjust the objective (make it more specific, better-scoped, or target a different value-chain segment) rather than reaching for exclusions.

Tuning the results

The companies endpoint takes two query parameters that shape what you get back:

includeReasoning=true adds the inclusion reasoning text to each company.
scoringMinMarketCap sets the minimum market cap (USD) for conviction scoring. Companies below the threshold receive a convictionScore of 0. convictionScore, linguisticBeta, and marketBuzz are Noonum’s thematic signals; see Signals and scores for what each measures.

To export the full list as CSV, request the companies endpoint in CSV form (MCP: download_strategy_companies).

Empty results

If a strategy comes back with no companies, the theme is probably too niche. Broaden the objective, or start from a related strategy in the public catalog.

Refine with exclusions

Exclusions are short phrases describing types of company to filter out. Base them on the companies you see in the holdings, after the run, not on blind theme-based guesses.Write each exclusion as a description of what a company is, not what it isn’t:

2–6 words per phrase.
Do not prefix with “exclude” or use negation.
Describe the company type directly.

For example, to drop cloud-infrastructure names from the example strategy:

{
  "exclusions": [
    "cloud infrastructure providers",
    "data center operators",
    "infrastructure-as-a-service providers"
  ]
}

Apply exclusions by updating the strategy, then resubmitting so the pipeline re-ranks with the new filter:

curl -X PATCH "https://api.noonum.ai/v2/strategies/{strategyId}" \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "exclusions": [
      "cloud infrastructure providers",
      "data center operators",
      "infrastructure-as-a-service providers"
    ]
  }'

curl -X POST "https://api.noonum.ai/v2/strategies/{strategyId}/submit" \
  -H "Authorization: Bearer YOUR_TOKEN"

Then re-review the holdings (Step 5) to confirm the right companies were removed and the ones you wanted to keep remain.

Where to go next

Dig into per-company evidence with GET /strategies/{strategyId}/companies/{companyId} (get_strategy_company) or pull all reasoning at once with GET /strategies/{strategyId}/evidences (get_strategy_evidences).
Pull historical snapshots of a strategy’s holdings to study how the theme evolved.
Drive the entire flow from an LLM client via the Noonum MCP server.

Get started

Guides

Methodology

Resources

The lifecycle at a glance

Format

Examples

Sharpening a rough thesis

From an article

Reverse objectives

Pick a name

Submit and poll

Tuning the results

Empty results

Where to go next

​The lifecycle at a glance

​Format

​Examples

​Sharpening a rough thesis

​From an article

​Reverse objectives

​Pick a name

​Submit and poll

​Tuning the results

​Empty results

​Where to go next

The lifecycle at a glance

Format

Examples

Sharpening a rough thesis

From an article

Reverse objectives

Pick a name

Submit and poll

Tuning the results

Empty results

Where to go next